by admin | Sep 30, 2019 | divesting, Financial Planning, fossil fuels, Socially Responsible Investing
There’s still time to sign up for 350Deschutes’ Go Clean Energy Conference held this Thursday Oct. 3rd at Trinity Episcopal next to the library in downtown Bend. The packed schedule begins at 8:45am and finishes up with a social in the evening. I will be presenting at...
by Jack Schniepp | Mar 13, 2019 | Financial Planning, Investment Research, Socially Responsible Investing
A little over a year ago I was invited to be on the Open Air show with Dawn Newton. I listened to the replay recently just to see if what I shared on the show was still relevant. My reasoning for the use of Socially Responsible Investments has not changed! And,...
by Jack Schniepp | Jan 3, 2019 | Financial Planning, Investment Research
There’s an old saying related to the stock market that dates back to the time before computers, “Don’t fight the tape”. The term “tape” refers to the ticker tape that used to transmit the price of stocks. The idea, of course, is that when stocks are...
by Jack Schniepp | Aug 28, 2017 | Economy, Financial Planning, Investment Research
On 8/26/2016 we posted this article on why a recession was unlikely over the next 12 months. One year later, the markets have hit new highs and most of the leading indicators are showing continued strength. This is obvious good news not just because we got it right....
by Jack Schniepp | May 30, 2017 | Financial Planning, Retirement
A little over a month ago I ran the Bend Marathon! As in other races I’ve done in the past, many spectators lined the course holding up messages like, “No Pain, No Gain”, Don’t Quit, You Can Do this”. It makes me think they believed that runners got up on race morning...
by Ryan Andrews | Aug 21, 2015 | Financial Planning, Investment Research, Socially Responsible Investing
We write a fair amount about allocating capital to companies that are already acting in a socially responsible manner. We write about how placing our investment dollars with these companies sends a message to the markets that there is shareholder demand for companies...
